Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Saving for Education
  • Investments
  • Insurance
  • Small Business
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Pittsburgh, Bachelors of Science, Mathematics

Interests

  • I enjoy anything to do with the outdoors!
  • My passions are hunting, fly fishing, sporting clays, cycling, skiing, and snowmobiling.
  • What I enjoy most is sharing in these activities with my wife, Christine and our two daughters Kaitlyn and Lindsey.

Community participation

I feel that there is nothing more important than being involved in and giving back to your community. Communities are built by neighbors helping neighbors and a strong resolve to come together as one. Whether I can achieve that by donating my time to the local food bank, helping the United Way with their ongoing mission, or simply supporting a local Little League team, I will continue to be involved for the benefit of all.

Awards & recognition

  • Ameriprise Circle of Success, 2018-2021

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.